+216.5%
AZN vs HSY
+128.6%
+87.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +1.1% | -5.2% | +6.2% | +2.6% |
| 3M | -12.1% | -3.4% | -8.7% | -11.4% |
| 6M | -17.1% | -19.2% | +2.1% | -12.2% |
| YTD | -12.0% | -2.6% | -9.3% | -11.9% |
| 1Y | -0.2% | -3.8% | +3.6% | 0.0% |
| 3Y | +26.8% | -10.6% | +37.4% | +28.1% |
| 5Y | +56.9% | +12.3% | +44.6% | +44.0% |
| All | +216.5% | +128.6% | +87.9% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling